L ASER A PP C ONFERENCE 2015 CRM for Wealth Management

 Advisors looking to have disparate systems integrated  Information needs to flow from CRM, to custodian documents to execution via e-signature  Integration reduces errors, reduces resources required for document execution and NIGO errors  Cloud based solutions like Salentica CRM and Laser App reduce the need to manage software updates and upgrades Integrated Desktop

Focus purely on Wealth Management CRM is Powered By Microsoft Dynamics CRM & Salesforce CRM Cloud & On Premise Options One View of the Client through integrations Laser App Integration – Anywhere and Enterprise Best in Class Support, Development, Training services Salentica CRM

‘Eco-system’ Integration Supports Straight Through Processing

Integrated CRM Solution Laser App Document Management Custodian and Portfolio System Integration CRM Salesforce.com or Microsoft Dynamics CRM Anywhere or Enterprise

CRM The Key to Manage your Workflow  Onboarding new Clients  New Account Opening  Account Changes  Money Movement Requests Salentica CRM Supports All your Workflows!

 Over 25 years experience working with the wealth management industry – RIA’s, Wealth Managers, Family Offices, Trust Managers, Private Banks, BD’s & Institutional Managers  Business model is building long term client relationships with comprehensive support  Clients throughout NA including private & institutional wealth managers and family offices  Over 5,000 users  Extensive back office integration & data conversion experience Salentica Overview

Visit our booth this week! Contact Melissa Best, Sales Director (212) ext